Vector Wealth Management

Wealth management has gotten complex. We have a unique process to make it simple.

Vector Wealth Management was established in 1993 as a nationally Registered Investment Advisory firm. Today we manage over one billion dollars of client assets, providing personal guidance and a long-term, collaborative approach that reflects our clients' unique needs. We have authored and developed multiple financial software applications, including the proprietary SOJOURN® retirement income program.

Our clients include those retired, approaching retirement, corporate executives with complex stock plans, professionals with high earning potential, and perhaps most uniquely-individuals with investment real estate.

Clients of Vector Wealth Management can benefit from the following defining characteristics:

- Fiduciary approach acting only and solely in the clients' interest

- Proprietary wealth planning software application, SOJOURN®

- Strategic, customized, tax efficient financial planning

- Collaborative team approach with strong client relationships as a centerpiece

- Disciplined investment process focusing on providing long-term liquidity, stability, and growth while managing volatility

- Nearly three decades of guiding clients through life events with understanding knowledge and importantly the collective wisdom gained from its clients

Ultimately, the firm seeks, through its proprietary application SOJOURN®, to help clients have an understanding and confidence around their financial lives that they have not experienced before.

See Disclosures